Upload
others
View
2
Download
0
Embed Size (px)
Citation preview
Lite
Responsive web portal.
Mobile apps for iOS, Android or
Windows.
Custom work templates.
Custom forms & activities.
Custom data sources.
Import/export tools.
Photos/documents.
Menu builder/configuration.
Data view configuration.
£12per user/month (min 5 users)*
MOST POPULAR!
Runs on everything!
StandardEVERYTHING IN LITE PLUS:
Calendar-based assignment.
Recurring work/tasks.
Generic HTTP connector.
Microsoft® OneDrive™ connector.
Microsoft® Power BI connector.
Location capture.
Maps views.
Automated batch export.
Zappflow lets you build your own custom workforce mobility application in just a few
hours.
Simply configure your business processes and data sources using “no-code”, click-only
configuration and then instantly publish these to mobile apps and the web portal. The
mobile apps work on iOS®, Android™ and Windows™ and even work offline. Information
collected can be viewed in the web portal, or sent to other cloud applications for for
seamless operation with your existing systems. Its agility means it can meet your needs
today and quickly adapt as they change in the future.
EnterpriseEVERYTHING IN STANDARD PLUS:
Priority support.
Multiple accounts.
Developer API access.
Dedicated success manager.
Integrations assistance.
Success advisor review meetings.
Enterprise terms.
Choice of unlimited users with
transactional limits OR per user with
unlimited transactions.
*Excludes VAT. Billed annually. Prices correct at time of printing. Monthly billing available (refer to solarvista.com for details). Call for volume discounts.
Screens displayed show features that are dependent upon plan selected.
Workforce Mobility Application Builder
Web portal with designer.
Offline-capable mobile apps.
Cloud-based, highly secure.
Simple, all-inclusive pricing.
Uses.
You can use the same platform
& mobile apps to facilitate
multiple types of activity:
• Routines
• Projects
• Inspections
• Audits
• Installations
• Checklists
• Safety Compliance
• Quality Checks
• Repairs
• Maintenance
• Technical Service
• Feedback
Benefits.
• Avoid development costs.
• Instant design &
deployment.
• Eliminate paper/email trails.
• Avoids re-keying data.
• Improves productivity.
• Reduces IT costs.
• Improves data accuracy.
• Ensures compliance.
• Keep stakeholders updated.
• Better business insight.
• Business agility.
• Mobilise legacy systems.
£19per user/month (min 5 users)*
£callcustom pricing scenarios e.g. low or
intermittent usage, large user volume
Try FREE
for 30 days.
No credit card
required.
On-boarding We provide fixed price packages for setup & configuration. We’ll review your requirements
and setup/configure your account with you. For latest pricing & potential offers, visit
www.solarvista.com/offers
“I never thought I would ever find a
product suitable for what we do, which
is very specific. Now I have a workforce
mobility system that fits my needs
perfectly and even, better, I created it in
a few days.”
+44 (0) 114 221 1000
Workforce Mobility Application Builder
James Smith | My Company
Design your application.Define your data, fields, workflows, actions, forms, connections etc.
Workforce Mobility Application Builder
Workflow Editor
Data Definitions
James Smith | My Company
Instantly creates web portal…Built with responsive design so they work on your tablet or phone too.
Designed for touch & mouse.
Workforce Mobility Application Builder
Example content shown. Menus and data
views will show with your specific design &
configured facilities.
+
James Smith | My Company
Web portal adjusts to tablet or
smartphone use, if required.
Define your own
data sources with
named views and
columns.
Design menus for
access to your data
including work
items, data source
and calendars.
Items you design
automatically appear on a
slide menu when the
floating plus button is
pressed.
… and workforce mobile apps automatically.These work offline too, for all device types & screen sizes.
iOS™/iPad version
Screens show features dependent upon selected plan.
Workforce Mobility Application Builder
Options to move
from one workflow
stage to another are
displayed here.
Your configured activities
and forms, that are
relevant to the current
stage are shown here.
Red denotes a
mandatory item.
Custom fields
can be placed on
different tabs.
A timeline shows
completed or
pending
activities.
You define
workflow stages
for specific types
of work item.
Windows™ version Android™/phone version
Design.Create custom applications with “no-code”.
Build your own custom workforce mobility
applications with supporting web portal with ‘no
code’ in hours. Simply configure data sources with
custom fields, label, configure workflows using
simple flow-charts and setup activities/forms that
must be completed at each stage. Customise your
menus and configure validation rules and defaults.
Publish.Instantly publish to mobile apps and web portals.
Your configurations and designs are published to the
mobile apps & web portal, which then interprets
those instructions in real-time, even offline. This
means any design you create can be operational and
live in minutes. Any subsequent changes, are also
published immediately but any previous versions (or
work items in progress) are still maintained so live
apps and work in progress is not impacted.
Store.Create your own databases for your business
information.
Create your own databases with custom fields,
properties, validations and defaults. Field types can
be text, numbers, images, documents, addresses
with gazetteers, locations or true/false. Fields can
be automatically populated with data from other
data sources dependent upon lookup criteria. Data
can be uploaded easily using simple text files.
Try FREE
for 30 days.
No credit card
required.
Workforce Mobility Application Builder
James Smith | My Company
Zappflow
+
James Smith | My Company
Dispatch.Transmit work instructions to your mobile
operatives.
Send work items to mobile operatives complete
with workflow definitions, service level,
information fields & any attached documents.
Mobile apps operate online and offline and work
for all device types, including iOS, Android and
Windows.
Connect.Link with thousands of other applications or cloud
services.
Connect to several major cloud services using built-in
connectors. Microsoft® OneDrive™ & Microsoft®
Power BI is built-in, together with generic web
connector allowing connection to Microsoft® Flow or
Zapier® and therefore thousands of third-party cloud
applications and services.
Plan.Calendar shows availability of mobile operatives.
Use a calendar with timeline gantt, monthly, weekly,
daily and agenda views allow you to quickly see which
mobile operatives are free and drag & drop work items
to assign them.
Workforce Mobility Application Builder
James Smith | My Company
Zappflow
33663 Installation
31661 Installation
33344 Installation33669 Installation
33122 Installation
33688 Repair 34737 Repair
33653 Survey
33999 Installation 33663 Installation
32323 Decommissioning
32222 Decommissioning
32009 Installation
James Smith | My Company
Capture.Track activities or create easy-to-populate
electronic forms.
Use custom forms to capture information about
routine tasks or processes. Capture signatures both
before work start and/or at the end. Custom forms
can also be submitted anytime on an ad-hoc basis,
for example, outside of normal workflows.
Communicate.Automatically send emails or SMS at key
moments.
When work is at key stages in workflow, you can
configure automated actions, such as sending an
email or SMS (additional product/cost) messages.
Using automated actions, thousands of third party
products can be used to communicate to
stakeholders or to post data to other cloud
services.
Control.Workflow-driven control of activities or forms.
Lead your mobile operatives with intuitive workflow-
driven activities or form completion. Conditional flow
control within activities & forms allows specific fields
to be mandated or skipped as required. Information
can be sent immediately too, for real-time scenarios.
Workforce Mobility Application Builder
Visualise.See your data in real time on dashboards.
In real-time, you can optionally post data to Microsoft®
Power BI* to create informative dashboards & reports
that you can see on desktop, tablets or your
smartphone (additional subscription required).
Otherwise, all data collected is stored in the cloud and
accessible via the web portal with views that you can
configure.
Integrate.Flexible & developer-friendly REST API.
If you are an advanced user or developer, take full
programmatic control with the REST-based API
(application programming interface). Build real-
time integrations to your other cloud applications
or middleware.
Try FREE
for 30 days.
No credit card
required.
Track.Use device GPS to track key points on maps.
The mobile apps collect location data for key
points, such as workflow transitions, forms
submitted or activities completed. These locations
are collated and displayed with work items, forms
and which can be used for data analysis purposes.
Power BI screen shown
Workforce Mobility Application Builder
James Smith | My Company
Return on investment.
-20%IT Costs
+15%Productivity
+10%Satisfaction
+12%Revenues
Try FREE
for 30 days.
No credit card
required.
No expensive development costs.
You can build applications without deep
technical knowledge; no need for
expensive developers; no need to wait
for apps; just click and save to publish.
Save time & increase productivity.
Avoid unnecessary phone calls and
manual completion of paperwork or
long-winded documents attached to
emails.
Increase business agility.
React quickly to new business demands
as you can make design changes to the
system yourself and publish these
instantly to your users.
Gain business insight.
With a built-in connector to Microsoft®
Power BI™, your data can be posted in
real-time to be displayed on
dashboards & interactive reports.
Use the devices you already own.
Because our mobile apps are available
for iOS®, Android™ and Windows™, your
operatives can use the devices they
prefer or already own.
Reduce IT costs.
The software is accessed via a modern
web browser and native mobile apps.
There's no need for additional servers or
expensive IT personnel.
Improve IT security.
We run entirely within Microsoft®
Azure™ data centres which operate to
the highest reliability, resilience and
security standards.
Easy & smooth mobile roll-out.
The mobile apps are available for free
from major app stores and updated
automatically. They are designed to be
quick to learn and easy to use.
Improve compliance.
Ensure compliance with standards and
processes by mandating key activities
at key moments and ensuring data
captured is complete and validated.
Benefits.
Workforce Mobility Application Builder
Specifications.
Features/services are dependent upon the plan
selected for your account.
Feature currently in preview status.
Feature available in Standard plan and above.
Feature available in Enterprise plan only.
TECHNOLOGY ARCHITECTURE
Multi-tenanted, cloud-only microservices
architecture. Uses “planet-scale” Microsoft®
Azure™ Cosmos DB with fast HTML5/
JavaScript/CSS web client plus native mobile apps
for iOS™, Android™ & Windows™.
SECURITY
128-bit SSL encryption between web browser,
apps & cloud services.
USER AUTHENTICATION
User authentication via Microsoft® Work or School
Account (Office 365), or Microsoft® Personal
Account.
WEB PORTAL
Responsive design for desktop, tablets & phones
supporting both mouse & touch input.
MOBILE APPS
Native apps for iOS™ , Android™ & Windows™.
Apps work offline or online. Installed &
automatically updated via major app stores.
Responsive & scalable to device size.
For compatible mobile OS & browser information,
visit solarvista.com/compatibility.
DATA CENTRES
Operated within Microsoft® Azure™ ISO27001
accredited data centres in UK, NL and IRL. US and
AU/NZ coming soon.
APPLICATION
CALENDARS/SCHEDULING
Calendar view for each operative viewable by
agenda, timeline, day, week & month formats.
Drag/drop from unassigned workflow stage to
assign to operative & set scheduled date/time for
working stages.
WORK ITEMS
All templates can be edited or copied to new
designs for complete customisation. Ability to add
tags for filtering in views. Work items assigned to
operatives are transmitted to the mobile apps
which then follow prescribed workflows.
S
E
WORKFLOW
Every work item is controlled by a workflow
designed to operate with the mobile apps. This
allows easy yet controlled updates at each stage
& restricts options presented to user. Choice of
workflow styles with on/off toggles for specific
stages. Each workflow stage then mandates
selected activities or forms to be completed and
controls next stage choices.
RECURRING WORK/TASKS
Automatically generate work items (to a defined
template). Optionally set to auto assign to a
specific operative. Set to recur daily, weekly,
week-days, monthly or one-time.
SIGNATURES
Capture signatures via forms using mobile apps
at any workflow stage. May be mandatory or
optional.
DOCUMENTS/PHOTOS
Attach files to work items, via web portal, which
are automatically downloaded to mobile apps.
Create document or photo fields within forms
which can be mandated at key points in workflow.
Mobile apps allow direct capture from camera
where applicable or from camera roll/library.
ROUTINES/CHECKLISTS
Create forms for routine services or compliance
checks which prompt for tasks to be performed or
data to be captured. Forms can be added to any
work item template at any stage for pre, during
and post work routines. Answers given can drive
conditional flow to skip sections.
LOCATION TRACKING
Capture location using mobile device location
services (therefore device specific) upon workflow
transitions & form submission. Locations are
displayed within maps in web portal in various
points.
MOBILE ACTIVITIES/FORMS
Design customised activities/forms for use via
mobile apps. Field types supported are Text,
Number, Decimal, Yes/No, Photo, Signature,
File/Document, Address (with Gazetteer) or Link.
Picklist and search controls to select from static
or dynamic data. Conditional flow expressions
allow skip of sections. All forms can be presented
during specific workflow stages or available
anytime.
DATA SOURCES
Create custom data sources to hold additional
information. These data sources are accessible
S
directly by picklist or search fields in other data
sources, forms or work items in web portal or
mobile apps.
DATA GATEWAY
Automatically feed data to and/or from external
data stores using configured Connectors.
DATA IMPORT
In-built tool that imports a CSV text file and
allows selection/mapping of fields to any data
source, including both static data e.g.
customers, equipment etc. & dynamic data i.e.
work items.
MANUAL DATA EXPORT
Manual selection of records within views or
using queries which then allows export to CSV
or JSON.
AUTOMATED DATA EXPORT
Optional periodic batch export of data in CSV
text format posted to connected Microsoft®
OneDrive account.
AUTOMATED ACTIONS/INTEGRATION
When work items transition through workflow
stages, when forms are submitted, or when a
data source row is edited:
• Send an email using HTTP connector and
third party email product (not included).
• Send an email using internal designer and
sending service.
• Send internal notification (within portal).
• Post to any data source via data gateway.
• Post to a Microsoft® Power BI (not
included).
• Call a third-party web service.
VIEWS & MENUS
Create custom views (or groups of views) with
filters, query expressions & column selection.
Save to main menu with custom icon/name.
Main menu in portal is fully configurable with
editable icons, naming and sections.
DASHBOARDS/REPORTING
Real-time dashboards are supported via the use
of a separate Microsoft® Power BI account (not
included - must be purchased separately).
SYSTEM
ARCHIVING
Static data e.g. customers, products etc is
permanently stored. Dynamic data i.e. work
E
E
S
S
S
S
Workforce Mobility Application Builder
items & forms is held for 365 days after closure
and then moved to long term archived storage.
INTEGRATIONS/CONNECTORS
Microsoft® OneDrive™ with ability to read/write
files from specific location. Microsoft® Power BI
with push post to data table created via web
portal. Generic HTTPS web connector.
ONLINE HELP
From within web portal, online help is available.
Help desk tickets can also be registered via web.
Online help can also be searched using free text.
TEMPLATE LIBRARY
Select from a shared library of work item
templates and/or forms. Share your designs
publicly or only between accounts you have
access to.
GAZETTEER
Built-in worldwide database for cities, counties,
provinces, states and countries (used for
accurate and/or consistent address entries).
MULTIPLE ACCOUNTS
Operate multiple accounts from within web
portal. Connect mobile apps to multiple accounts
at one time. Useful for larger organisations to
segment data and configurations.
AUDIT
Key workflow stages displayed with each work
item.
AUTOMATED BACKUP
All data within account is backed up within data
centres automatically every four hours.
DEVELOPER API
Full programmatic control via REST-based API
(subject to fair usage throttling and limits).
UPTIME
Minimum 99% uptime per annum, including
planned maintenance periods where access may
be restricted.
PROFESSIONAL SERVICES
ON-BOARDING/TRAINING
Fixed price packages includes setup and
configuration, including work item templates &
forms if required, combined with introductory
training done remotely using web meetings.
SUPPORT/SLA
Contact with our help desk can be made via
portal or via email. Phone support is also
available on & plans. Enterprise plan support
S
offers a guaranteed response time of eight
working hours from confirmed receipt of request.
CUSTOM INTEGRATION
We will connect Zappflow to any other system
(providing it has a suitable API). Additional
charges may apply, depending upon complexity.
ES
E
E
Workforce Mobility Application Builder
DO YOU NEED A READY-MADE FIELD SERVICE
SYSTEM WITH ERP FEATURES?
Take a look at Solarvista LIVE
Solarvista LIVE is a ready made solution to help you run a field service
business. It’s built on Zappflow, and includes Zappflow for free!
• Stores business information such as customers, products,
agreements, sites, contacts, equipment/assets & skills/resource info.
• Holds parts/labour pricing policies and service level definitions.
• Ready-made work items for repairs, installations, surveys etc.
• Automatically computes billing or generates invoices.
• Tracks costs from specific actvities within a journal.
• Enables parts/material & inventory levels to be tracked.
• Includes many activities including labour/travel, signatures, equipment
logistics, parts used/collected etc.
For more information see www.solarvista.com/live
+44 (0) 114 221 1000
Workforce Mobility Application Builder
“Using the mobile app is so easy to
use. It prompts me for the exact
information required for each work
stage so information is always
accurate, timely yet quick to
complete. ”
About us.Established in 1991, Solarvista™ are the UK’s leading independent developer of workforce mobility & field service software and
have delivered hundreds of solutions to thousands of users. As an accredited Microsoft® Cloud Partner, we build our solutions in
Microsoft® Azure™ for the best combination of security, resilience and reliability. We have implemented our solutions for
companies in every type of industry and have a proven capability of delivering solutions for large enterprise as well as medium
and small businesses. Our investment in R&D has facilitated our innovative Zappflow technology and LIVE Field Service
application.
We’re used by some of the best known brands and industry leaders…
CONTACT US
Solarvista Software Limited
18 Atlas Way, Atlas North
Sheffield, S4 7QQ
United Kingdom
+44 (0) 114 221 1000
www.solarvista.comCopyright ® 2020 Solarvista Software Limited. E&OE. Part# ZF1-PBR-EUK-03D. Printed in United Kingdom.
Screens shown in this document are indicative only. Specifications are subject to change without notice. Preview features are accessible upon request and should not be used for business critical scenarios. Developer API access is subject to throttling. Some features dependent upon specific mobile devices. Some features described or screens shown are dependent upon choice of plan.
The trading name, "Solarvista" & “Zappflow” are trademarks of Solarvista Limited. All third party trademarks are acknowledged.
Workforce Mobility Application Builder